--- title: "Custom Reports" slug: "custom-reports" updated: 2026-04-15T14:06:06Z published: 2026-04-15T14:06:06Z canonical: "www.procaresupport.com/custom-reports" --- > ## Documentation Index > Fetch the complete documentation index at: https://www.procaresupport.com/llms.txt > Use this file to discover all available pages before exploring further. # Custom Reports Create custom reports based on the data in existing standard attendance reports. Custom reports make it easy to extract specific data and meet a variety of reporting needs. You can select the fields that matter most to your program and build a report that reflects exactly what you need to see. Whether you are tracking daily attendance patterns, monitoring absences or compiling data for a compliance review, custom reports give you the flexibility to build reports that are meaningful and relevant to your work. ## Create a Custom Report 1. Go to **Reports**. 2. Click **Create Report** on any tab in the **Reports** window. 3. Select the report that contains the fields you want to use in your custom report. You can select one of five reports from the **Sign In-Out Students** report category: - Attendance per Student - Daily Absent - Daily Attendance - Monthly Attendance - Monthly Hours ![select report](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom1.png) Each report contains standard and unique identifier fields. ### Standard Fields Standard fields use recognizable labels and formats, making them easy to work with. Because they are are uniform throughout the system, the data you see in one report will align with related data in another, keeping your reporting accurate and reliable. When filtering and sorting on reports, you can narrow down results to find exactly what you are looking for. These fields can also help save time by allowing you to pull organized, ready-to-use information directly from the system. ### Unique Identifier Fields These fields serve as unique identifiers (IDs) within your database, meaning that each record is assigned a value that sets it apart from all other records. The primary purpose of these fields is to maintain data integrity and establish relationships between tables behind the scenes. Unlike standard fields such as names, dates or statuses, system-generated IDs do not provide meaningful information on their own for everyday tasks like tracking enrollment, reviewing attendance or pulling compliance data. As a result, you would not need to include these fields on most reports. In technical or audit-focused reports, unique identifiers can be useful for: ### Fields by Report ****Attendance per Student Report Fields**** **Standard Fields** | Field | Description | | --- | --- | | Attn Time (hrs) | The daily amount of time in hours the student was signed in for | | Days Attended | The total number of days the student attended class for the selected date range | | Early Release Reason | The reason why the student was signed out early | | First Name | The student’s first name | | Last Name | The student’s last name | | Missed Signouts | The number of times the student was not signed out during the selected date range | | Months Attended | The number of month’s the student attended class during the selected date range | | Room | The room the student was signed in to | | Sign In Note | The note added at sign-in from the mobile app | | Sign In Time | The time the student was signed in | | Sign Out Time | The time the student was signed out | | Signed In By | The name of the individual who signed the student in | | Signed In By Type | The type of user who signed the student in | | Signed In Room | The room the student was signed in to | | Signed Out By | The name of the individual who signed the student out | | Signed Out By Type | The type of user who signed the student out | | Status | The student’s status indicated in their profile | | Total Time | The total number of hours the student attended class for during the selected date range | | Weeks Attended | The total number of weeks the student attended class for during the selected date range | **Unique Identifier Fields** | Field | Description | | --- | --- | | Attendance ID | A unique identifier assigned to the attendance record | | Internal ID | A unique identifier that can be assigned to a student | | Kid ID | A unique identifier assigned to the student’s record | | Primary Room ID | A unique identifier assigned to the student’s primary room | | Record ID | A unique identifier that can be assigned to a student | | Room ID | A unique identifier assigned to the room the student was signed in to | | Signed In By ID | A unique identifier assigned to the individual who signed the student in | | Signed Out By ID | A unique identifier assigned to the individual who signed the student out | | Sign-in Session Teacher ID | A unique identifier assigned to the teacher associated with the sign-in/sign-out session | ****Daily Absent Report Fields**** **Standard Fields** | Field | Description | | --- | --- | | Date | The date of the student’s absence | | First Name | The student’s first name | | Last Name | The student’s last name | | Note | The **Absent Note** associated with the date of the student’s absence | | Parent Names | The names of the student’s parent(s)/guardian(s) | | Room | The room the student was absent from | | Schedule | The student’s schedule | | School Name | The name of the school the student was absent from | | Status | The student’s status | | Tags | The tag(s) assigned to the student | **Unique Identifier Fields** | Field | Description | | --- | --- | | Internal ID | A unique identifier that can be assigned to a student | | Kid ID | A unique identifier assigned to the student’s record | | Record ID | A unique identifier assigned to the attendance record | | Room ID | A unique identifier assigned to the room the student was signed in to | | School ID | A unique identifier assigned to the name of the school | | School PLOC | A unique identifier that distinguishes the school within a corporation | ****Daily Attendance Report Fields**** **Standard Fields** | Field | Description | | --- | --- | | Attn Time (hrs) | The daily amount of time in hours the student was signed in for | | Early Release Reason | The reason why the student was signed out early | | First Name | The student’s first name | | Last Name | The student’s last name | | Room | The room the student was signed in to | | School Name | The name of the school the student attended | | Sign In Note | The note added at sign-in from the mobile app | | Sign In Time | The time the student was signed in | | Sign Out Time | The time the student was signed out | | Signed In By | The name of the individual who signed the student in | | Signed In By Type | The type of user who signed the student in | | Signed In Room | The room the student was signed in to | | Signed Out By | The name of the individual who signed the student out | | Signed Out By Type | The type of user who signed the student out | | Status | The student’s status indicated in their profile | | Tags | The tag(s) assigned to the student | **Unique Identifier Fields** | Field | Description | | --- | --- | | Attendance ID | A unique identifier assigned to the attendance record | | Internal ID | A unique identifier that can be assigned to a student | | Kid ID | A unique identifier assigned to the student’s record | | Primary Room ID | A unique identifier assigned to the student’s primary room | | Record ID | A unique identifier that can be assigned to a student | | Room ID | A unique identifier assigned to the room the student was signed in to | | School ID | A unique identifier assigned to the school the student attended | | School PLOC | A unique identifier that distinguishes the school within a corporation | | Signed In By ID | A unique identifier assigned to the individual who signed the student in | | Signed Out By ID | A unique identifier assigned to the individual who signed the student out | | Sign-in Session Teacher ID | A unique identifier assigned to the teacher associated with the sign-in/sign-out session | ****Monthly Attendance Report Fields**** **Standard Fields** | Field | Description | | --- | --- | | Attn Time (hrs) | The daily amount of time in hours the student was signed in for | | Early Release Reason | The reason why the student was signed out early | | First Name | The student’s first name | | Last Name | The student’s last name | | Room | The room the student was signed in to | | Schedule | The schedule specified in the student’s profile | | Sign In Note | The note added at sign-in from the mobile app | | Sign In Time | The time the student was signed in | | Sign Out Time | The time the student was signed out | | Signed In By | The name of the individual who signed the student in | | Signed In By Type | The type of user who signed the student in | | Signed Out By | The name of the individual who signed the student out | | Signed Out By Type | The type of user who signed the student out | | Status | The student’s status indicated in their profile | | Tags | The tag(s) assigned to the student | **Unique Identifier Fields** | Field | Description | | --- | --- | | Attendance ID | A unique identifier assigned to the attendance record | | Internal ID | A unique identifier that can be assigned to a student | | Kid ID | A unique identifier assigned to the student’s record | | Primary Room ID | A unique identifier assigned to the student’s primary room | | Record ID | A unique identifier that can be assigned to a student | | Signed In By ID | A unique identifier assigned to the individual who signed the student in | | Signed Out By ID | A unique identifier assigned to the individual who signed the student out | | Sign-in Session Teacher ID | A unique identifier assigned to the teacher associated with the sign-in/sign-out session | ****Monthly Hours Report Fields**** **Standard Fields** | Field | Description | | --- | --- | | Days Attended | The number of days the student attended class during the selected date range | | First Name | The student’s first name | | Hours Attended | The total number of hours the student attended class during the selected date range | | Last Name | The student’s last name | | Missed Signouts | The number of times the student was not signed out during the selected date range | | Room | The room the student was signed in to | | Status | The student’s status indicated in their profile | | Tags | The tag(s) assigned to the student | **Unique Identifier Fields** | Field | Description | | --- | --- | | Record ID | A unique identifier that can be assigned to a student | | Room ID | A unique identifier assigned to the room the student was signed in to | | Student Profile ID | The student’s external Student Information System (SIS) ID | - **Troubleshooting**: tracking down a specific record in your database - **Data exports**: ensuring accurate record matching when importing/exporting between platforms - **Cross-referencing**: linking related records across multiple datasets or integrations 4. Click **Continue**. Procare Online displays the **Report Editor** and a preview of the report. The **Title**, **Description**, and **Selected Fields** are included on the report by default. ![report editor window](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom2(1).png) ## Edit the Report 1. Edit the title and description as needed. 2. Select the fields to display on the report. 3. To move a field, do one of the following: - Drag and drop the field to the desired position in the **Selected Fields** section - Drag and drop the field column header to the desired position in the report grid 4. To delete a field, do one of the following: - Click ✖ on the field in the **Selected Fields** section - Hover over the field column header in the report grid, then click ✖ 5. To restore the default fields and layout in the report grid, click **Reset**. ## Save the Report Click one of the following options to save the report. All custom reports display in the **Created by Me** tab. ### Save as Draft Save the report to continue editing it at a later time. When you save using this option, Procare Online appends ‘(Draft)’ after the report title to make it easy to identify your drafts in the **Reports** window. To continue editing the report after saving it as a draft: 1. Click **More Actions** ![more icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/more.svg). 2. Click **Edit**. Procare Online displays the **Report Editor** and a preview of the report. ![edit draft](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom4.png) 3. Continue editing the report as needed. 4. Remove ‘(Draft)’ from the title when you are ready to create the report. 5. Click **Save & Continue**. 6. Click **Save & Continue** on the **Save Customized Report** window to confirm that you want to save the report with your changes. ![save and continue](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom5.png) 7. To save a copy of the report, select **Save as New Copy** and enter a new title and description for the copied report. ![save new copy](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom6.png) 8. Click **Save & Continue**. Procare Online opens the report in a **Report Viewer** window with your current data. ### Create & Continue Save the report to start using it for real-time data collection. 1. Procare Online opens the report in a **Report Viewer** window with your current data. ![](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/image-DO7CFT2Z.png) 2. Use the **Filter Criteria** options to specify the data to display on the report. The filter options available depend on the report your custom report is based on. 3. Click **Apply**. The **Report Viewer** window updates with the applied filter criteria. > [!WARNING] > Note > > If you have multiple pages of results, the **Report Viewer** only displays the first page. Use the left and right arrows above the grid to view other pages. ## Export the Report 1. When you are ready to export the report, click **Export**. Procare Online displays a notification 1. when the report is being generated 2. after the report was successfully generated and 3. as a red indicator with the number of unopened exported files on the **Recently Generated** button ![export notifications](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom8.png) 2. In general, Procare saves the exported file to your **Downloads** folder. 3. To dismiss the notification on the **Recently Generated** button or view recently exported reports, click **Recently Generated**. Procare Online opens the **Recently Generated Reports** window. 4. Click the **Created by Me** tab. Recently generated reports that have not been downloaded display a red indicator next to the name. 5. Select a format to export the report in. Procare Online saves the report to your device, stops displaying the indicator next to the name, and stops displaying the indicator on the **Recently Generated** button. ![exported reports](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom9.png) 6. Click ✖ to close the **Recently Generated Reports** window. > [!WARNING] > Note > > Currently, custom reports are only exported in CSV format. ## View a Custom Report 1. Go to the **Created by Me** tab. 2. Select a report. 3. Select and apply filter criteria as needed. 4. Click **Exit** to return to the **Created by Me** tab. ## View Custom Reports in the My Reports Tab Display your custom reports in the **My Reports** tab for quick access. 1. Go to the **Created by Me** tab. 2. Click **Favorite** ![favorite icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/favorite.svg) on the report you want to display. Procare Online displays a notification that the report was added to the **My Reports** tab. ![favorite report](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom10.png) 3. Go to the **My Reports** tab. Procare Online displays your custom report in the list. You can quickly identify your custom reports by the **Custom Report** ![custom report icon](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom%20report.svg) symbol next to the report name. ![my reports tab custom](https://cdn.document360.io/cbafbd2c-42f8-485b-84e3-f3812fe8a596/Images/Documentation/custom11.png)